Matthew Gordon, CFP®, RLP® is a Senior Advisor and Shareholder with Wealthstream Advisors, an independent boutique wealth management firm that provides objective and personalized financial planning and evidence-based investment strategies.
Working at Wealthstream allows Matt to work with clients ...
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Matthew Gordon, CFP®, RLP® is a Senior Advisor and Shareholder with Wealthstream Advisors, an independent boutique wealth management firm that provides objective and personalized financial planning and evidence-based investment strategies.
Working at Wealthstream allows Matt to work with clients in an environment where their best interests are always front and center. Building new client relationships and managing existing ones, Matt provides thoughtful, comprehensive guidance on a wide array of interconnected wealth management concerns. Collaborating with clients and their accountants, attorneys and insurance agents, Matt creates tailored financial plans and investment strategies.
Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a Bachelor of Arts in Economics from the University of Michigan and went on to earn an MBA in Finance from Columbia University. Matt is also an Adjunct Professor at Baruch College and New York Institute of Finance.
In his spare time, Matt enjoys traveling, cross-country skiing, playing bridge and spending time with his wife, Elisa, and their two children.
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